I have been following both INTU & CKFR intensely for over 1 1/2 years now, and share some of my finding and beliefs with this, Intuit, and the e-Commerce thread. This has always been a foward looking thread, but as doc could relate to, there was I time on the Intuit thread I was branded a heritic. What the heck...you go on what you know right?
The other Intuit investment Excite....set the standard for the other two, in how to blaze a web traffic trail. Intuit duplicated the experience with Quicken.Com...my guess is CheckFree would be next with E-Bill. In any event the key to a successful web based service is traffic, you have to locate where the people are[eyeballs]. Same as the physical word.
Location, Location, Location.
Excite snaped up major web portals, Intuit then expanded Quicken.Com across the built up Excite Network, and took it further into Yahoo! with Taxes and the recently announced @Home deal. Now if they, CheckFree, duplicate that with E-Bill....which they would already be everywhere Quicken.Com is now. Which falls into what Pete said...''In one fell swoop, we are enabling millions of endpoints for bill presentment.'' But if CheckFree were smart they would expand outside the Excite Network/Quicken.Com into the other Navigational Hubs before MSFDC has the chance. In other words lock up that cyber-turf....before MSFDC gets the chance.
Maybe they do this by letting a major Bank head it up....gets tricky from here...to expand beyond Quicken.Com. |
